Coherence is an agentic customer operations platform that connects CRM data, email, campaigns, websites, workflows, and AI agents in one shared context. It is operated by Brightyard, Inc.

How is Coherence different from a traditional CRM?

CRM is Coherence's shared data foundation, not the product boundary. Coherence connects flexible XRM-style records to email, campaigns, websites, workflows, and agents so teams can run the customer lifecycle from one context.

Does Coherence have an API and MCP server for agents?

Yes. Coherence publishes an OpenAPI 3.1 spec at https://getcoherence.io/openapi.json and ships an official MCP server (@coherenceos/mcp-server) so AI agents can read and write workspace data and delegate tasks to the Nash agent.

How much does Coherence cost?

Coherence has a free tier (no credit card required), plus Starter at $12, Pro at $29, and Team at $79 per user per month.

Integrations · Developer Tools

Connect DocumentPro to Coherence.

Name: Coherence
Brand: Coherence
Rating: 4.8 (50 reviews)

DocumentPro is an AI-powered document processing platform that automates data extraction from various document types using advanced machine learning algorithms. 1 trigger can start a workflow, and 3 actions can run inside one.

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New DocumentCreate a Coherence record

A Coherence record changes

Upload document

A Coherence workflow runs

Run Extract

TRIGGERS AND ACTIONS

Everything DocumentPro can do in a workflow.

Triggers start a workflow when something happens in DocumentPro. Actions are the steps a workflow can run there.

Triggers · 1New Document

Actions · 3Upload documentRun ExtractCustom API CallCustom API Call: Make a custom API call to a specific endpoint.

Names as listed in the automation catalog Coherence workflows use.

WORKFLOW IDEAS

What you can automate with DocumentPro.

Starting points for a workflow. Choose the exact fields, conditions, and records it updates.

Bring DocumentPro activity into CoherenceStart from a supported DocumentPro event, then create or update the appropriate CRM, project, or custom record with the source context preserved.

Starts with · New DocumentFinishes with · Create or update a Coherence record

Act in DocumentPro from a Coherence workflowUse a change in Coherence to run a supported DocumentPro action, so the next step follows the record instead of relying on someone to copy it.

Starts with · A Coherence record or workflow changes

Finishes with · Upload document
or Run Extract

Connect DocumentPro to the wider customer workflowCombine DocumentPro with another integration and Coherence records to connect product and engineering activity to the customers and work it affects.

Starts with · New Document

Finishes with · Upload document, then preserve the outcome in Coherence
or Run Extract

SET UP

How to connect DocumentPro.

The exact authentication fields depend on DocumentPro. The workflow structure stays straightforward.

1Connect the accountAuthorize the DocumentPro account and permissions the workflow needs.

2Choose a supported stepSelect one of the current triggers or actions listed above and map its fields.

3Test with a real recordRun a small test, inspect the result in both systems, and only then enable the workflow.

Apps for the same workflow.

Apps that share a category with DocumentPro or provide a complementary trigger or action.

CloudConvertDeveloper Tools · Productivity3 triggers · 7 actions

CursorDeveloper Tools5 triggers · 4 actions

CustomGPTDeveloper Tools1 trigger · 8 actions

GitHubDeveloper Tools14 triggers · 18 actions

GreipDeveloper Tools5 triggers · 6 actions

Griptape CloudDeveloper Tools4 triggers · 5 actions

QUESTIONS

DocumentPro integration questions.

What can I automate with the DocumentPro integration?

DocumentPro currently provides 1 trigger that can start a workflow and 3 actions a workflow can run. Use those building blocks to connect product and engineering activity to the customers and work it affects.

How many DocumentPro triggers and actions are available?

DocumentPro currently lists 1 trigger and 3 actions, each named on this page. The list is read from the automation catalog Coherence workflows use, so review those names before building a workflow.

Can DocumentPro connect to other apps through Coherence?

Yes. A workflow can combine supported DocumentPro triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.

Do I need to write code to connect DocumentPro?

The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.

Ready to connect DocumentPro?

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Free plan · No credit card